Complete your financial snapshot.
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1. Risk Profile
2. Monthly Budget
3. Net Worth
4. Upload & Submit
Start with the portfolio that fits you
Enter the amount available across brokerage, retirement, and other liquid assets.
Choose a portfolio
Portfolio performance over time
Growth of the entered amount using annual returns from 2015 through 2025.
2008 Market Review
Review the portfolio’s 2008 performance
Current portfolio-
2008 return-
Ending value-
Paper loss-
What would you most likely do?
Review
Final portfolio
Target return-
23-year CAGR-
Worst year-
Best year-
Disclosure: Historical returns are provided for client education and do not guarantee future results.
Where your money actually goes
Use the Mo. / Yr. control for every amount. Annual entries are divided by 12 in the monthly summary.
Disclosure: Budget totals are planning estimates based on the amounts entered.
Client information
Assets
Liabilities
Notes
Supporting Documents
Upload your most recent statements, or skip and submit.
Use Balance Wealth’s secure Box upload page for brokerage, retirement, bank, insurance, or other requested statements. Files are uploaded directly to Balance Wealth and do not pass through this onboarding form.